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McDonald's

2,507 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,098 increasing their positions, 867 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,507
Holders Change
-10
Holders Change %
-0.4%
% of All Funds
44.03%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.07%
New
125
Increased
1,098
Reduced
867
Closed
99
Calls
$1.85B
Puts
$2.05B
Net Calls
-$203M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Shares
Change %
RPG
1851
Resource Planning Group
Georgia
$529K -$8.68K -36 -2%
LB
1852
Legacy Bridge
Iowa
$529K
WCM
1853
Wallace Capital Management
Texas
$529K +$482 +2 +0.1%
UTC
1854
Unified Trust Company
Kentucky
$528K +$10.9K +45 +2%
SFS
1855
Summit Financial Strategies
Ohio
$524K -$6.27K -26 -1%
TWP
1856
Tower Wealth Partners
Pennsylvania
$523K +$15.2K +63 +3%
VCG
1857
Vantage Consulting Group
Virginia
$522K +$241 +1 +0%
TC
1858
Tacita Capital
Ontario, Canada
$521K
JWM
1859
Jeppson Wealth Management
California
$519K
1WA
1860
180 Wealth Advisors
Washington
$519K +$485 +2 +0.1%
SIM
1861
SSI Investment Management
California
$519K +$2.17K +9 +0.4%
MAG
1862
MRA Advisory Group
New Jersey
$519K +$519K +2,154 New
EIG
1863
Ellenbecker Investment Group
Wisconsin
$517K +$29.4K +122 +6%
VWM
1864
Vigilare Wealth Management
Arizona
$512K -$117K -483 -19%
RSVP
1865
Ramsay Stattman Vela & Price
Colorado
$511K -$9.16K -38 -2%
ACG
1866
Allen Capital Group
Nebraska
$511K +$2.41K +10 +0.5%
HDIM
1867
Hanson & Doremus Investment Management
Vermont
$511K +$13K +54 +3%
ZF
1868
Zhang Financial
Michigan
$511K +$211K +876 +70%
RWG
1869
Regal Wealth Group
California
$510K
OCPWS
1870
One Charles Private Wealth Services
Massachusetts
$509K +$241 +1 +0%
PAM
1871
Private Asset Management
California
$507K
BFPW
1872
BOK Financial Private Wealth
Colorado
$506K +$148K +613 +41%
OWA
1873
Outlook Wealth Advisors
Texas
$504K +$9.16K +38 +2%
BCM
1874
BTC Capital Management
Iowa
$503K -$656K -2,720 -57%
IFG
1875
Investors Financial Group
Minnesota
$503K -$35.7K -148 -7%